How do I check in a buy?

Check-In Instructions

To check in a buy, you can begin by scanning a driver’s license, or you can search by phone number.

Begin with license scan

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  Scan the driver’s license to begin, using either the POS scanner or the RAI Flex device
  • You can scan anywhere on the buy page and should see the license info appear on the screen.
  
  
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  The first time you scan a license, you will need to map that license to the right customer
  • Search for their phone number in the search box
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     If they have sold before, you should see their customer record in the results. Select, then click “Next.” If they are a new customer, click “Add new customer” and click “Next.” 
  • The customer will receive a text message with a link. Since it should be able to get their name from the license, all they should need to do is sign!
  
  
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  Fill in the remaining information
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    The customer can sign on their phone as you input the bag details and quoted time. You will see their signature appear, and can finish check-in. 
  • You can also choose the “Paper signature” option and ask them to sign the printed receipt slip
  
  
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  Click "Check In" to create the buy
  • The bag labels should print, and the buy will be created in DRS normally
  • If you close the buy for any reason before you finish checking in, go to the Pending tab and find the buy there. Click to open, and you can finish where you left off.
  
  

Begin with phone number search

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  Click the “+” button to begin, and type the customer’s phone number in the search bar.
  • If they are a returning customer, you should see their existing DRS record show on the screen. Select one, then click “Next.”
  • If they are a new customer, you can click “Add new customer” and click “Next.”
  
  
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  The customer will receive a text message with a link to fill out any missing information and sign on their phone
  • If they are a returning customer, they should only need to sign 
  • If they are new, they will be prompted for their name and email (you can also type their info manually on the POS screen if desired)
  • If you require a driver’s license on file, you will be prompted to enter their full ID number one time. If they already have a license on file, you will be prompted to confirm the last 4 digits of the ID. (This requirement for an ID number can be turned on or off in settings. You may need to visit the old version of ResaleAI to adjust the settings.)
  
  
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  Add in the bag details, and adjust the quoted time if desired
  • Once the customer signs, you will see their signature appear on the screen and can finish checking in
  • You can also select “Paper signature” and ask the customer to sign the printed buy slip.
  
  
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  Click "Check In" to create the buy
  • The buy labels should print, and the buy will be created in DRS
  • If you close the buy for any reason before you finish checking in, go to the Pending tab and find the buy there. Click to open, and you can finish where you left off.
  
  

FAQ:

What if the customer does not have their phone, or has issues with the text link?

• You can type in any missing information about the customer (such as their name) on the POS screen as you enter the bag description and quoted time.
• Next, select the “Paper signature” option since they will not sign on their phone.
• You should be able to submit and check in! When the buy slip prints out, ask the customer to sign on the signature line of the receipt.

What is the quoted time?

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  This is our estimate of how long the buy will take to complete
  • If desired, you can tell this to the customer as an estimate of when their order will be ready
  • You can also choose to keep this internal and not mention it to the customer
  
  
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  Buys will display in the order of this time on the Open page 
  • If you don’t adjust the times, they will be in first-come, first-served order
  • If you adjust the time as you check in a new buy, it will show up in the right place in the queue so you can prioritize correctly
  • The color-coding is also related to that time expectation. A buy will turn red if it is “at risk” of being late.
  
  
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  Your team can adjust the estimate as they check-in
  • If your team member feels the buy can be ready sooner or may take longer, they can adjust the time as needed
  • If a customer lets you know that they plan to leave and return, you can adjust the quoted time. 
  • For example, the customer says they will return after work at 5 pm. You can put the time for that buy at 5:00 pm, and your buyers can prioritize other buys ahead of this one. This helps you keep the wait time down for customers who stay in-store.
  • You can also adjust it to be sooner to fit a small buy ahead (like an "express lane")
  • As you scroll to select a quoted time, there will be a count of the number of buys already quoted for each time (ex: "12:00 pm (3)" means there are 3 buys already at 12). This should help them keep track, so they don't accidentally put too many buys for a later time
  
  

Can I edit a buy’s details after it is checked in?

• Yes! Click on a buy to view the details, then click on the menu and select “Edit buy slip”
• This will allow you to edit the container details, adjust the quoted time, or change the sorter.
• You don’t need to do anything to save the changes. It will save automatically when you click to close the buy.

How do I complete a buy?

• Click to open the buy’s details. You must select at least one pass or take reason before you can mark the buy as "Complete." Once marked complete, the buy will move to the "Complete" page.
• If you don’t see the option to add notes and pass reasons, be sure you have clicked “Start sorting”
• You can select a prewritten message from the dropdown if desired. You can also go to the “Messages” tab to type a custom message, rather than a prewritten one

How do I send a follow-up text message to the customer?

• If you need to send a custom text message or follow up with another prewritten text message, click to open the buy’s details
• Click on the “Messages” tab near the top. You should see the message history, and be able to send additional messages.